06 Implementation & Support
The Plunet Implementation
Learn how to use the system
The Plunet Support
Service benets for you
20
21
07 References
Customer Stories
Our customers tell their Plunet stories
23
01 Introduction
Plunet in Numbers
Plunet and the Challenges of the Translation Industry
3
4
05 Integrations & Modules
14
14
14
15
16
17
18
18
19
Expand Your System to Fit Your Needs
CAT Tool Integrations
Connect CAT functions with Plunet
Plunet API
Seamless integration of third-party soware
Quality Management
Achieve high-quality results
EventManager
Connect CMS/DMS with Plunet
AutomationManager
Automatic project processing with Plunet
CondentialityManager
Four levels of condentiality for more data security and control
InterpretingManager
Easy handling of interpreting projects with Plunet
VendorRegistrationManager
Time-saving application process for new vendors
04 Customers & Vendors
Customer and Vendor Prices
Manage prices with exible price lists
The Customer Portal
Simplify collaboration with your customers
The Vendor Portal
Simplify collaboration with your vendors
11
12
13
03 The Plunet Workow
Project Management
Organize your projects step by step
The Dashboard
All project information at a glance
Vendor Management
Find suitable vendors for your jobs
Reports & Queries
For informed decision-making
Invoice Management
Handle your payables and receivables in the system
7
8
9
9
10
02 Settings
The Admin Area
Adjust the system to your requirements
Document & E-mail Templates
Customizable for individual needs
Security & Data Protection
Keep maximum control
5
5
6
Plunet BusinessManager
3
01
Introduction
“
Stefan Dümig
Managing Director
Plunet GmbH
We recognized the need for a centralized system that combines all the steps
of the translation management process
—
from customer requests to vendor
assignment to invoicing. Plunet BusinessManager provides a way for project
managers, customers and vendors to collaborate on projects in a single
soware. Together with a team of committed and knowledgeable sta in
Germany and the USA, we constantly develop innovative solutions for our
international client base.
That’s why today Plunet BusinessManager is the world’s leading business and
translation management solution, highly automated and customizable to
individual requirements.
Founded
2003
Sites
3
COMPANY
Employees
50+
TMS worldwide
No.
1
PRODUCT
Integrations
& modules
20+
UI languages
13
Customers
450+
Users per day
50k+
USERS
Countries on
6 continents
50+
Plunet in Numbers
New York
Würzburg
Berlin
Plunet BusinessManager
4
Plunet and the Challenges of
the Translation Industry
The language and localization industry today is characterized
by the use of modern technologies, which are continuously
being developed. Translation management systems, CAT
tools with integrated translation memories, and automated
workows have become indispensable for the daily work
of language and translation service providers. To remain
competitive in this rapidly changing industry, you need to be
able to complete translation projects quickly, securely and
eiciently. Integrations with other tools help to keep processes
as lean and eicient as possible.
What makes Plunet special?
Founded in 2003, the IT company Plunet oers a top-class
business and translation management system: Plunet
BusinessManager. From the very beginning, Plunet has focused
on the changing needs of the industry, always one step ahead.
Over 450 customers across the world
—
primarily language
service providers and internal language departments
—
use
Plunet to successfully manage their business processes.
Plunet oers you:
Introduction
With Plunet, you can:
Signicantly reduce project lead times.
Save time and money.
Achieve long-term growth.
Edward Vick
CEO
EVS Translations GmbH
“
A central platform for project managers, customers, and
vendors.
Automated workows.
Simple and secure options for data transfer.
A high level of exibility for dierent target groups,
organizational forms, and for dealing with changes.
Extensive reporting options for analysis and evaluation.
Seamless integrations with CAT tools and third-party
soware.
Plunet BusinessManager
5
02
Set up the e-mail client to send e-mails directly from the
system.
Create user accounts for your colleagues, clients and
vendors.
Manage access rights in the system to ensure that
information is only seen by authorized users.
Dene customizable elements such as additional text
elds and logos to personalize the system.
Create document and e-mail templates in multiple
languages.
Set up dierent user interface languages for international
users.
Dene the types of services that your clients can request
in projects.
Dene standard price units and price lists for clients and
vendors.
Activate UI languages in the system [Dutch, English, French,
German, Italian, Japanese, Korean, Polish, Portuguese
(Brazil), Portuguese (Portugal), Russian, Simplied Chinese,
Spanish] or upload your own language les.
Settings
Document & E-mail Templates
Customizable for individual needs
Document and e-mail templates are a central part of Plunet.
Impress your customers and suppliers with professional
communication, appealing corporate design and a personal
touch. Customizable e-mails, documents and forms will help
you manage projects more eiciently from A to Z.
Personal and professional project communication
Plunet provides templates for all documents and e-mails
sent from the system: quotes, order conrmations, invoices,
purchase orders, etc.
You can customize the pre-dened templates down to the
last detail to t your preferences and the requirements of
your customers. With a wide variety of editable elds, the
customization possibilities are endless.
Personalize your templates for your customers
Dierent customers have dierent needs. You can create
dierent template sets and assign them as needed. You also
have the opportunity to ne-tune the message and recipients
of manual e-mails before sending them.
Do you need document templates for your translation projects
in two, ve or even more languages? With Plunet you can
create templates in as many languages as required.
The Admin Area
Adjust the system to your requirements
Plunet BusinessManager contains an extensive Admin Area
where you can customize the system to your requirements and
specications. You can make global settings for all tabs, menus
and functions in the system and dene what your users can see
and do in Plunet.
Plunet BusinessManager
6
Settings
Security & Data Protection
Keep maximum control
Data protection has top priority at Plunet. We invest strongly
in securing our infrastructure and fullling the current data
protection standards. In this way, we can ensure the security
of your data and make it possible for your work with Plunet to
comply with data protection rules.
More security and convenience at login
Two-factor authentication (2FA) guarantees maximum security
at login. Whether vendors or customers, all operating levels are
doubly secured by the necessary password verication.
With the Single Sign-on (SSO) function, you do not need any
additional login data. Aer a one-time authentication, you
have access on all computers and to all services for which you
have authorization. You no longer need to log in every time.
An additional security level can be activated if the user forgets
their password. To reset the password, a Captcha needs to be
entered as a security code.
Protecting your data from external attacks and loss
Plunet uses TLS (SSL) encryption for safe data transfer and
communication using the HTTPS protocol.
In addition, the system and every new Plunet release is
checked and continually protected from external attacks
by regular internal OWASP (Open Web Application Security
Project) tests and outsourced penetration tests.
Daily automated tests of the current development release
ensure excellent stability and performance of the soware and
thus provide great protection against data loss.
Plunet and the EU GDPR
The EU GDPR has resulted in some signicantly stricter
framework conditions for collecting and processing personal
data. Plunet provides you with the following functions for
working in accordance with the GDPR:
Mark Cheetham
COO
SwissGlobal Language Services AG
“
Advice on data protection and security
We'll help you when you don't know what to do. Our team is
happy to assist you with any questions and queries about data
protection and security.
When you create new contacts in Plunet
BusinessManager, they can be automatically notied that
their data has been collected.
You can specify the place where the rst contact was
made, in order to verify the source of contact for the
collected data.
Contacts can request the deletion of their data at any
time. The time of deletion depends on the specied
retention periods, aer which the data will be deleted
automatically.
In the Plunet Online Help you can nd a detailed overview
of the personal data that can be stored within Plunet.
Plunet BusinessManager
7
03
The Plunet
Workow
Project Management
Organize your projects step by step
With Plunet, you have total control over your translation
projects, from A to Z. From requests to orders to invoicing, your
project management portal always gives you an overview of all
les, prices, and the progress of your projects. As a result, you
can always intervene where necessary and adjust processes
as required. With automated workows and a wide variety of
customizable templates, you can save a lot of time and process
your project quickly and eiciently.
Customer request
Customers can request a quote or place an order in
Plunet BusinessManager using the Customer Portal.
All project and reference les can be uploaded in the
Customer Portal quickly and securely. Requests can
also be sent via e-mail, API or CMS.
Quote creation
You can quickly create quotes using templates that are
already lled with information such as customer details
and language combinations. If you work with a CAT
tool integration, you can select the CAT interface at the
quote stage and automatically calculate the prices for
the project.
Quote acceptance by customer
Customers can accept a quote in the Customer Portal or
request an alternative quote if it does not match their
requirements.
Order creation and management
Orders in Plunet can be created from a quote, from
a request if a quote is not required, or from scratch.
Information from the request or quote is directly
transferred to the corresponding order.
Vendor search and job assignment
Search for suitable resources based on your own
customizable criteria and assign them directly or send a
job request.
↓ See more detailed information on page 9
Job workow and automation features
Use pre-dened workows for your projects (e.g.
Translation-Editing-Proofreading). These workows are
displayed clearly in the system and can be customized
to t your requirements. All steps/jobs in the workow
can be created individually and there is no limitation
to the number of workow steps and workows that
project managers can create and select. Every workow
step has individual settings, such as access rights, work
instructions, selection lters and automation settings.
Manual and repetitive tasks can be reduced to a
minimum thanks to Plunet’s automation features.
Project les delivered by one resource can be
automatically passed on to the next resource in the
workow so that they can seamlessly continue with
1
2
3
4
5
6
2
3
4
5
6
7
8
9
1
Plunet BusinessManager
8
The Plunet Workflow
their assigned job. The next job in the workow is
automatically triggered when the designated status is
reached, and the next resource can begin their work.
Project delivery
Once all of the resources have delivered their jobs and
the jobs have been approved by the project manager,
the nalized project can be delivered to the customer.
Plunet oers multiple delivery methods: You can deliver
the whole project to the customer at once, or each
language combination individually. The les can be
delivered as an e-mail attachment, via a download link
in an e-mail or the customer can download the les
directly from the Customer Portal.
Invoice management
Create invoices in Plunet for completed projects and
send them to your customers. You can also compare
the invoices sent by your vendors with the approved
jobs in Plunet, or vendors can create their own invoices
in the Vendor Portal.
↓ See more detailed information on page 10
Reporting
Create status reports to track the progress of your
projects, or run reports on gross prot, project
feedback, new customers, and more. Customers and
vendors can also run their own reports in the Customer
or Vendor Portal.
↓ See more detailed information on page 9
Plunet's Dashboard is the core of the system, letting you focus
on what is really important to you. The Dashboard gives you an
overview of all important project information
—
from requests,
quotes, and orders, to tasks, deadlines, and invoices
—
so that
you always know what you need to do next.
Always up-to-date
The Dashboard keeps you up-to-date on the progress of your
projects and any changes that have been made. Your team
members’ updates are processed in real time, while updates
made using automatic workows are displayed immediately.
Overdue orders, jobs, and invoices are highlighted in color,
giving you a quick overview of urgent tasks. You can also lter
the Dashboard to hide certain sections and only display the
most relevant information.
Individual and team Dashboards
Thanks to Plunet's exible rights management, you can
give your users access to individual Dashboards and create
Dashboards for whole teams or branches so that you can view
their projects separately.
The Dashboard
All project information at a glance
7
8
9
Plunet BusinessManager
9
The Plunet Workflow
Below is a selection of the questions that Plunet can
answer for you:
How many projects were completed in the last month?
Which language combinations are the most important?
Which of my customers were particularly active last
month?
Which vendors have received positive feedback?
How much money did I spend this week on freelancers
and internal sta?
How many quotes are currently pending?
How high is my gross prot per project / per language
combination / per customer?
Which customer yielded the most revenue for me in the
last month?
How much revenue do I make per target market?
Data help you to make informed decisions: The more specic,
the more useful. With Plunet you can use a broad range of
customized queries and status reports for successful project
controlling. And we can guarantee that the results will change
your way of working in the long run.
Reports & Queries
For informed decision-making
Vendor Management
Find suitable vendors for your jobs
With the integrated vendor search in Plunet, you will quickly
nd the most suitable resource for each job requested by your
customers. Plunet provides you with a wide variety of options
for nding and assigning vendors.
Find the best vendors for resources quickly
Do you already know the best vendor for the job? Then simply
enter the name of the vendor to open their calendar and check
their availability.
If the choice is not clear, then you can use a wide variety
of customizable lter criteria to nd the right vendor. For
example, you can lter by eld of expertise, availability, price
list or language, compare the results of the search and pick the
best vendor for the job.
Automated options for vendor assignment
Plunet also provides you with a number of options for vendor
assignment. There are customizable e-mail templates for every
option, which can be sent to the vendors automatically.
Have you already made your selection and checked the
vendor's availability? Then you can immediately assign the job
to the vendor. You can also assign multiple jobs to the same
vendor at once.
If you are not sure which vendor should work on the job, then
you can request their availability or send an e-mail with the job
details to multiple vendors. The rst vendor to accept will be
assigned to the job (rst come, rst served).
Plunet BusinessManager
10
The Plunet Workflow
Invoice Management
Handle your payables and receivables
in the system
Processing and organizing invoices costs time and energy. With
Plunet's functions for a better overview, eiciency and control,
you not only save a lot of time, but you might even enjoy
invoice management.
All invoices at a glance
Plunet gives you an overview of the status of your customer
and vendor invoices. You can also run reports on specic
invoices. Outstanding and paid invoices can be found easily.
In addition, you can set up pop-up reminders for invoices that
have not yet been paid.
Save time with collective invoices
Do you want to invoice all of the projects that a resource
has completed in the last month in one go? Or group all of a
customer's orders in a single invoice? Both are possible with
the collective invoice function.
Integration of external accounting tools
Plunet's le-based interfaces to a variety of accounting tools
make it possible to export the invoices that you have created in
Plunet and process them in your accounting system.
Assistance during invoicing
When you create a project in Plunet, suitable price lists and
tax rates are suggested and copied to the invoice. Incomplete
invoices cannot be sent. Pop-up messages remind you to check
invoices for customer specications, reducing the risk of error.
Country-specic requirements
When invoices are created in Plunet, country-specic
requirements can be taken into account, such as SAF-T in
Portugal, QR invoices in Switzerland and E-Invoicing in Italy.
Vendors can manage their own invoices
Your vendors can give invoices their own invoice numbers and
manage all of their invoices in the Vendor Portal.
Automate reminders
Reminders for payment can be sent to customers
automatically. You can also specify payment deadlines and
fees for each reminder.
Plunet BusinessManager
11
Customer and Vendor Prices
Manage prices with flexible price lists
How do I know which price to set for a translation, for a
certain language or for a certain customer? Where do I see the
prices that I have agreed with my customers? How do I know
which vendor is the most cost-eective? Many questions, one
solution: With Plunet's price lists, you can keep track of all
prices in the system.
All prices at a glance
Price lists give you a quick overview of the prices that you
have agreed with your customers and vendors. They contain
the language combinations and corresponding prices per
service. You can create standard price lists for all customers
and vendors and then make adjustments for each specic
customer or vendor. You can also assign multiple price lists to
a single customer or vendor and dierentiate between them
based on properties such as industry or scope of service. In this
way, you can ensure that the correct price list is always used in
a project.
Prices per service and language
In Plunet you can dene the services that will be provided
in projects, such as translation or DTP. The prices for these
services can be calculated using a wide variety of pre-dened
and/or customized price units. In this way, you can create
general or individual price lists and use them to calculate
prices in your projects. Price lists can be adjusted to your
requirements and can contain as many price units as you need.
Yuri Ivanov
CEO
IVANNOVATION Language Management
“
04
Customers
& Vendors
Automatic price calculation
No more manual calculation. No more searching for prices.
When you create a project in Plunet, a suitable price list is
suggested automatically, making manual price calculation a
thing of the past. The total price of the project is calculated
automatically. In this way, you can save a considerable amount
of time when creating quotes.
Plunet BusinessManager
12
With Plunet's Customer Portal, you can directly integrate
your customers in the project workow. Thanks to the
straightforward request process, transparent overviews of
project statuses, and editing options, your customers will know
everything that is relevant for their cooperation with you. No
matter if you are processing translation projects or interpreting
projects
—
with the Customer Portal, you will reduce manual
work and gain valuable time.
Easy to use
Your customers can view all of their requests, quotes, orders,
and invoices at a glance. With just one click, they can request
projects, accept or reject quotes, upload project les via drag
and drop, and download nalized projects securely from the
Customer Portal. It is also possible to include your customers
in the production workow by letting them review a project
before it is delivered.
Flexible and customizable
The Customer Portal can be customized to t your customers'
individual needs as well as any modied conditions. In the
Admin Area, you can set up individual text elds, templates,
and rights for customers and customer groups. Your customers
can also create and view status reports on dierent aspects of
their projects. The layout of the portal itself can be adapted to
your customers' requirements, for example with a customized
logo and header.
The Customer Portal
Simplify collaboration with your customers
Complete transparency for you
Updates and changes made by your customers are
automatically documented, which means that you can track
projects in real time. As a project manager, you will always
be up-to-date on all of your projects and can immediately
intervene whenever necessary.
Eie Salourou
Customer Operations & QA Manager
CGT Commit Global Translations Ltd.
“
Customers & Vendors
Plunet BusinessManager
13
With Plunet's integrated Vendor Portal, you can include your
external vendors in your working processes and simplify how
you work with them. They can access all important project les
and information in once place, maintain an overview of their
jobs, and save valuable time.
Individual customizations are possible
You can customize the Vendor Portal according to your
requirements, both visually and in terms of content. Plunet
also includes a sophisticated rights management, which
makes it possible to adapt the portal for each vendor. Your
vendors can modify their own prole data and specialist
skills, enter their availability and absences, view their prices
and resource assessment, create and manage invoices, and
communicate with you via the integrated e-mail client.
Detailed job overview for vendors
All of your vendors
—
agencies, freelancers, internal translators,
interpreters
—
have their own Dashboard. The Dashboard will
inform them about the current status and deadlines of the
jobs that they are currently working on for you. When you
send a job request, the vendor can accept or reject the job
via an e-mail link or in the portal. Plunet sends automatic
notications to your vendors to inform them of project status
updates. Vendors can also create detailed status reports about
their jobs, invoices, and time sheet.
Invoice management in Plunet
Aer a job has been approved, your vendor can create the
invoice digitally in the portal. The invoice will then appear in
your system for further processing and payment. The payment
information is saved in the vendor's prole and can be
updated there.
The Vendor Portal
Simplify collaboration with your vendors
Customers & Vendors
Plunet BusinessManager
14
05
CAT Tool Integrations
Connect CAT functions with Plunet
With Plunet, you can seamlessly connect all of the leading CAT
tools, which are indispensable for professional translation
processes. The integrations save you both valuable time and
unnecessary costs. The dierent integration levels can be split
into static and dynamic CAT integrations.
Static CAT integrations
With Plunet's le-based integrations, you can import CAT
analysis les into Plunet and apply them to your projects. In
this way, both project and job costs can be calculated quickly
and automatically.
Partners: Alchemy (Catalyst), Atril (Déjà Vu), JiveFusion (Fusion),
memoQ (memoQ), Memsource (Memsource Cloud), Microso
(Helium), Practiline Soware (PractiCount and Invoice), SDL (SDL
MultiTrans, SDL Passolo, SDL Trados Studio, SDL WorldServer),
Star (Transit), Lionbridge (Translation Workspace), Wordfast
(Wordfast), XTM (XTM Cloud)
Dynamic CAT integrations
The dynamic CAT interfaces provide a complete integration
and automation of the most important functions from our
partner CAT tools. From project creation with customized
templates to automatic price calculation and job assignment,
Expand Your System to Fit Your Needs
As a language service provider, you spend your time working
with dierent soware providers, such as CAT tools, content
management systems, and nancial accounting soware,
which require you to switch back and forth between systems.
As a Plunet customer, you can benet from our CAT tool
integrations, modules, and the Plunet API, in order to manage
your business and production processes centrally on a single
platform. In this way, you reduce your manual work and gain
valuable time.
Integrations
& Modules
you can process all of the necessary steps of your translation
management process, without leaving Plunet. In this way,
you maintain complete control over the entire management
process of your projects.
Partners: memoQ (memoQ), Memsource (Memsource Cloud), SDL
(SDL Trados GroupShare, SDL Trados Studio), XTM (XTM Cloud)
Plunet API
Seamless integration of third-party soware
The Plunet API provides you with the possibility to
fully streamline your processes and integrate Plunet
BusinessManager with accounting and CRM soware. With the
dierent Plunet API services, you can manage all contacts,
projects and invoices within Plunet and exchange project data
with your customers.
Thanks to the high level of automation, you will save a great
amount of time in your daily project work by using the Plunet API.
Katharina Krause & Kristina Lange
CEOs
TL Translationes GmbH
“
Integrations
Plunet BusinessManager
15
Quality Management
Achieve high-quality results
The quality management functionalities in Plunet help to
increase production standards, improve customer satisfaction
and facilitate internal reporting.
All in one place
Project managers, quality managers, vendors and customers
can be involved in the quality management process in Plunet.
Feedback on jobs and orders, performance reviews for
vendors, job or order complaints can all be entered in Plunet
BusinessManager. All the data can be used to improve the
quality of future projects and for internal reporting purposes.
Track vendor performance
In Plunet BusinessManager, you can assess your vendors
internally and calculate their overall rating based on your
own selected criteria, for instance punctuality, language
skills, technical know-how and more. With Plunet’s additional
QualityManager module, you can also track the performance
of your vendors directly in the system. You can assign the very
best vendor for your project based on the vendor assessment.
Track customer satisfaction
Enhance your quality management processes by collecting
customer order feedback in the system, based on fully
customizable criteria. Customers can rate projects directly in
the Plunet Customer Portal, and you can track this feedback
in Plunet. Alternatively, feedback can be entered internally by
project managers or other members of the team.
Integrations & Modules
Transparent complaint management
With QualityManager, project managers and customers can
create order complaints directly in Plunet. You can dene
dierent complaint types and their consequences, as well as
restrict who can see or edit complaints in the system. It is also
possible to track the costs incurred due to complaints and how
you dealt with the issue (revision of the translation, discount
for customer, etc.). In addition, job-specic complaints can be
created, linked to order complaints and tracked for internal
use. The collected information can be captured in reports and
helps increase customer satisfaction and vendor management
in future projects.
Certied translation management workows
Guaranteeing ISO 17100:2015 compliance is signicantly easier
with Plunet BusinessManager. You can monitor the compliance
of your workows with the ISO 17100 norm by using the ISO
functionality in Plunet. If you specify that a project should be
ISO 17100 compliant, then only vendors who also fulll ISO
17100 criteria will be suggested for the project. Furthermore,
you will be alerted if a project is not structured to be ISO
compliant, for example, if the four eyes principle cannot be
guaranteed because a review job is missing.
Modules
Christian Enssner
CEO
EnssnerZeitgeist Translations GmbH
“
Plunet BusinessManager
16
EventManager
Connect CMS/DMS with Plunet
The Plunet EventManager module makes it possible to
seamlessly integrate your customers’ content management
or document management systems in Plunet. In this way, you
can automatically pull the content to be translated from the
respective system and deliver them back to the system aer
processing. This not only saves administration costs, but also
valuable time.
Integrations & Modules
Requirements for using the Plunet EventManager module
The CMS/DMS supports multilingual contents.
The CMS/DMS has import and export functions.
The CMS/DMS supports API calls for accessing source les.
The project metadata can be created in the CMS/DMS or
attached.
The les can be zipped into a package.
The FTP server provides an access option for the vendor.
The COTI standard is supported and the data exchange
between the editorial and translation memory systems is
guaranteed.
The workow with Plunet EventManager
You will automatically receive requests and orders
as data packages from your customer's CMS/DMS.
The required content (source and reference les) can
be called from folders in the local network or FTP or
WEBDAV servers.
Aer a dened period of time, the EventManager
module checks whether or not new data packages have
arrived and sends you automatic notication e-mails to
announce new projects.
The project les can be automatically analyzed by a
CAT tool if you are using a dynamic CAT integration with
Plunet.
When the target les have been automatically delivered,
EventManager creates return packages and stores
them in a folder in the local network, on an FTP or
WEBDAV server. The CMS/DMS of your customer can
automatically call this folder and thus has direct access
to the required contents. You will be informed of new
deliveries via e-mail.
2
3
4
1
1
2
3
4
Plunet BusinessManager
17
AutomationManager
Automatic project processing with Plunet
How many hours do your project managers spend manually
creating quotes and orders, not to mention sending the
corresponding e-mails and documents? With Plunet’s
AutomationManager module, your project managers have
more time to focus on other important tasks. Projects are
created in the system automatically, without any intervention
from the project manager. Prices and job dates are calculated
automatically and checked to ensure they are realistic. The
entire process is quicker for customers and saves your project
managers valuable time.
Reduced workload for project managers
Project managers can put their feet up with the Plunet
AutomationManager module. As soon as your customer
submits a request, the quote or order is created automatically
in Plunet. The system calculates the prices of the items via
Plunet’s dynamic integration to the CAT tools memoQ or
SDL. Project managers only need to act when it comes to job
assignment. This can save a considerable amount of time,
decrease project management costs and maximize customer
satisfaction by providing immediate feedback.
Integrations & Modules
Peter Seltsam
CEO
Eurotext AG
“
Fail-safe automation
If everything is automated, what happens when errors occur?
AutomationManager will take care of it: The built-in plausibility
check ensures that the prices and dates in the project are
checked before the project starts. The delivery dates requested
by the customer are checked to make sure that they can be
complied with. The calculated prices and planned time for the
project are also analyzed. If there are any problems, the project
manager will be notied immediately by the system and can
step in.
AutomationManager: How does it work?
Your customer creates a request in the Plunet Customer
Portal.
Depending on the request, either a quote or an order is
automatically created based on the request.
Prices for the project are calculated using the CAT tool
analysis.
The dates of the project are checked for validity.
The quote or order conrmation is sent to the customer.
In the case of a quote, the corresponding order is
automatically created in Plunet as soon as the customer
accepts the quote.
The dates for each job are automatically calculated.
The project manager assigns vendors to the jobs.
Plunet BusinessManager
18
InterpretingManager
Easy handling of interpreting projects
with Plunet
Does your company provide interpreting services as well
as translation or plan to do this in the future? Plunet gives
you the perfect solution for both. With our additional
InterpretingManager module, you can add a powerful
interpretation management platform to your Plunet system in
a simple and cost-eective way.
One system for all projects
One great benet of the integrated Plunet solution is that
you have a management system with a joint database for
all interpreting and translation projects, as well as the
management of your customers and service providers. With
just a single click, your customers can decide whether they
want to request a translation or an interpreting project in the
Customer Portal.
Eicient job management and exibility
Job templates can be used to send job requests to interpreters.
Interpreters can directly accept the jobs via e-mail without
needing to log into their own systems, which ensures quick
turnaround times. The rst interpreter to accept is assigned to
the job automatically. Plunet’s resource pooling also makes it
possible to send requests to multiple resources at once.
The working dates for interpreting jobs are automatically
attached to the job request and job assignment e-mails. The
le can then be imported into your Outlook calendar, where
you can set reminders for jobs or projects and synchronize
them with Plunet.
At the click of a button, jobs can be canceled, new jobs can
be created and automatically sent to the interpreters. In the
same way, Plunet automatically reminds resources about
their upcoming jobs with a reminder e-mail. The system tracks
everything and even makes it possible to create reports on
canceled jobs.
Integrations & Modules
Time
Location
Expertise
Languages
ConfidentialityManager
Four levels of confidentiality for more data
security and control
Plunet not only gives you an overview of all your projects, but
also complete control over all les that are exchanged within
the system. With the add-on module CondentialityManager,
you can assign one of four condentiality levels to your
projects to dene how project les can be exchanged:
Easy resource management
Plunet helps you to nd and assign suitable interpreters
in a quick and easy way. You can customize your search by
combining any number of search criteria. This includes:
Languages
Distance to event location via OpenStreetMap integration
Price of the interpreter
Customer feedback
Customizable properties
Files can be uploaded and downloaded in Plunet
without restrictions.
Files can only be downloaded in encrypted form and a
password is required to access the documents.
Vendors can only work on the documents on an internal
server.
No project les can be uploaded or downloaded in Plunet.
The vendor completes the job for the customer on site.
Condentiality levels can also be assigned to individual vendor
and customer proles to ensure that only people with the
appropriate condentiality rights work on a project.
Plunet BusinessManager
19
VendorRegistrationManager
Time-saving application process for new
vendors
With the add-on module VendorRegistrationManager, your
vendors can register themselves in Plunet BusinessManager.
This speeds up the entire application process and will save you
a lot of manual work.
Customize each step in the Plunet Admin Area
Set up the registration process for your vendors step by step
in the Admin Area. In addition to contact, price, and payment
information, you can specify mandatory elds for language
skills and user-dened properties such as specialist subject
areas and additional qualications. It is also possible to
incorporate your terms and conditions into the registration
process, which makes the whole process even more eicient.
VendorRegistrationManager provides you with templates for
e-mails, which are automatically sent once your vendors have
completed the registration.
Integrations & Modules
The registration form for Plunet
Aer the registration steps have been dened in the Admin
Area, your vendors can use the registration form to register
themselves in Plunet. The form can be adapted to your
individual requirements and embedded in your website. Aer
lling in and submitting the form, the vendor will receive
an e-mail with login details and a link to register in Plunet
BusinessManager.
You will be automatically notied about every new registration
and can check the application details of the new vendors
before they are added to the oicial vendor database.
Sophie Halbeisen
Director of Business Development (Americas)
Plunet Inc.
“
Plunet BusinessManager
20
06
Implementation
& Support
The Plunet Implementation
Learn how to use the system
The Plunet implementation can be personalized according to
your needs. The standard implementation takes place online
with your implementation specialist. If required, part of the
User Training can also be done on-site. Your implementation
specialist will address all needs and questions during a kick-o
meeting and will oer various training options to ensure the
implementation is eicient and ts in with your everyday work.
The implementation process dierentiates between two
types of Plunet users:
Admin users
The administrators of the system who are responsible
for making any required changes aer training is
completed, such as setting up e-mails, dealing with
server matters, etc.
Internal users
Project managers, vendor managers, accountants, etc.,
who will use Plunet to handle all or part of their
daily work.
What does the project evaluation and implementation
phase look like?
1. Kick-o Meeting
Initial meeting with your implementation specialist to
designate project teams, coordinate data import, training
schedules, and installation.
2. Installation
The installation can be done on your server, on Plunet’s server
or on a third-party server and will usually be completed online
by our support team. Some of our clients prefer to perform the
installations/upgrades themselves due to security regulations,
but this can also be done by Plunet engineers.
3. Data Migration Services
The implementation specialist explains the data import sheets
that help to import customer and vendor data before the start
of the training phase. You convert the data of your existing
database (customers, internal resources, vendors) into the
format of the import templates and return them to Plunet.
Plunet converts the database templates and imports them.
4. Admin Training
Participants in the Admin Training should have extensive
knowledge of your company's internal production workows.
A system administrator needs to be appointed. During the
Admin Training, your system will be set up based on your
needs and requirements. Admin settings include:
Denition of countries and languages
Creation of properties and text modules
Denition of jobs, services and workows
Setup of document and e-mail templates
Creation of users and rights groups
Creation of price units and standard price lists for
customers and resources
Setup of security and e-mail settings
Plunet BusinessManager
21
Implementation & Support
The Plunet Support
Service benefits for you
Quick responses, empathy, and solution-oriented help—
these are the characteristics of the Plunet support team. Our
experienced sta is available for you worldwide. Within the
scope of your service and maintenance contract, you can
benet from continuous support and many other service
benets.
Plunet ticket system
As a Plunet customer, you have access to the ticket system
and can use this platform to publish your questions, ideas and
suggestions. You can check the current status of your enquiry
at any time and view the processing history. Enquiries that are
marked as "urgent" will be dealt with as a priority.
Plunet Support services at a glance
5. System Check
System check aer pre-conguration (individual system
checks as needed).
6. User Training
Training for all internal resources that will use Plunet on a daily
basis. During the User Training, dierent user groups learn how
to work with the system aer it has been congured based on
your requirements. For example:
7. Integration Training
Integration setup (e.g. for dynamic CAT tool integrations) and
training for users.
8. Q&A Sessions
Question and answer sessions before and aer go-live.
Hadi Ghazala
Managing Director
AGATO Legal Translation
“
Additional service benets in your customer contract
Installing Plunet BusinessManager
Upgrading the system with every Plunet release
Worldwide rst, second and third level support
Support via e-mail and ticket system
Automatic updates
Detailed release notes for every new version
Webinars
Working with the Dashboard
Receiving requests, creating quotes, orders, jobs,
workows, and invoices
Managing customers and vendors in Plunet
Working with the Customer Portal and Vendor Portal
Creating and running reports
Plunet BusinessManager
23
07
References
Customer Stories
Our customers tell their Plunet stories
How Akorbi Boosted its Growth
Potential
Learn more →
How ALT Translations Achieved over
85 Percent of Cost Reduction
Learn more →
How Netwire Improved Their Business
Processes
Learn more →
How Sprachenfabrik Reinvented itself
—
Transformation as Strategy
Learn more →
How Centralization Became the Key to
Success for EVS Translations
Learn more →
Ready for Change? Follow the Example
of CQ uency’s Fruitful Change
Management
Learn more →
How MCIS Turned Cost Savings into
Social Investments
Learn more →
How Deutsche Bahn Made Its Translation
Management Fit for the Future
Learn more →
Success with Plunet in Asia—How
SuccessGlo Continued to Grow despite
the Corona Crisis
Learn more →
Send your ideas to marke[email protected]om
Plunet BusinessManager
24
Do you want
to know more
about Plunet?
All ideas, proposals, text and images are the intellectual property of Plunet GmbH and are subject to the pertinent copyrights. The unauthorized use of this material is expressly
prohibited—no part of this document may be furnished to others, copied, reproduced or transmitted by any means or for any purpose. All rights reserved.
International
+1 888 758638 1
Americas Region
Legal Notice →
Request a demo →
